Sales Prospects

Make it easier to keep track of the people and companies you do business with.

Record every sales prospect conversation through timeline discussion history.

Reports and Dashboards for Visual Data Representation

Set Timed Reminders for Automatic Follow Up

Book and Confirm Sales Visits using Online Calendar

Log every conversation on the Prospect Timeline

Create Quotes, Valuations and Monitor each Progress Stage

CRM Sales Prospects

How Does it Work?

Communication is at the heart of each sales stage. My Field CRM records every step of the process from initial enquiry through to eventual sale, collecting vital sales statistics along the way.

Book sales calls through your prospect record that will appear immediately on your appointment diary. Create timed reminders to follow up the discussion and produce quotations recording the current status showing sold/lost details.

Create Quotations within the customer prospect record that can be emailed or printed.

Sales Visits & Quotations

Lead generation and subsequent sales visits or sales meetings tracked with marketing automation through the My Field CRM prospect record. Use powerful marketing tools and view insights in to each lead as you progress through the sales pipeline.

Prospect Status List

View potential leads and status within an easy to read list. Follow up dates and sales visit times are easily viewed or sorted by clicking the column headings. Details include job age and descriptions.